Chad Majors
Next Level Wealth Planning · Meridian, Idaho
Chad Majors is a fee-only financial advisor at Next Level Wealth Planning in Meridian, Idaho. Chad focuses on retirement planning. Next Level Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Next Level Wealth Planning |
|---|---|
| Based in | Meridian, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Assets under management | $322.7M across 1,510 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, ID, OR, TX, UT, WA · CRD 4521770 |
| Exams passed | Series 63 (2002) · Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nlwealthplanning.com |
How Chad's firm compares
- Next Level Wealth Planning's average account is about $214,000, from its Form ADV (assets managed divided by 1,510 accounts).
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Questions about Chad
Is Chad Majors a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Next Level Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Next Level Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Chad charge?
According to Next Level Wealth Planning's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Chad Majors based?
Chad Majors is based in Meridian, Idaho.
What does Chad specialize in?
Chad's specialties include retirement planning. Chad works with pre-retirees and retirees.
Is Chad Majors registered with the SEC?
Yes. Chad Majors is registered as an investment adviser representative in AZ, CA, CO, ID, OR, TX, UT and WA (CRD 4521770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Next Level Wealth Planning manage?
Next Level Wealth Planning reports $322.7M across 1,510 accounts in assets under management.
How do I contact Chad Majors?
Through Chad's website, www.nlwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Next Level Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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